See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,613 | $115,770-90.8% | $101,248-89.5% | $158,922-93.3% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 122.19% | 56.14%+66.0pp | 46.47%+75.7pp | 302.83%-180.6pp |
| Employer contribution / active EE | $1,726 | $4,175-58.7% | $3,660-52.8% | $4,761-63.8% |
| Participant deferral / active EE | $6,735 | $4,957+35.9% | $4,370+54.1% | $5,982+12.6% |
| Admin fee / account holder | $4 | $7,245-99.9% | $5,945-99.9% | $11,246-100.0% |